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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,279 | $87,225+31.0% | $158,226-27.8% | $94,015+21.6% |
| Participation rate | 68.0% | 67.9%+0.1pp | 74.8%-6.8pp | 70.8%-2.8pp |
| Annual return | 7.88% | 16.34%-8.5pp | 501.41%-493.5pp | 17.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,391 | $3,405+29.0% | $4,317+1.7% | $4,249+3.3% |
| Admin fee / account holder | $18,196 | $7,888+130.7% | $10,217+78.1% | $8,951+103.3% |